Course outline:
As tax return completion starts to gain momentum, this timely session reviews a range of practical issues and new developments connected with the completion of the annual tax return for individuals.
As such it is suitable for staff members who deal with these issues on an annual basis and in particular who would value a reminder of what’s new for the 2025/26 tax return as well as some of the key problem areas to watch before submitting their client’s returns. Hot topics for 2025/26 include new reporting requirements for directors, the new resident foreign income and gains rules and the temporary repatriation facility rules for remittance basis users.
It is also suitable for those who perhaps have a basic understanding of income and capital gains tax but who have not been practically involved in tax return submission recently and need an up to date concise and practical refresher.
The session is not generally aimed at those new to the profession.
CPD Hours: 3
The contents of courses predating 2026 may vary.
Course details:
Specifically, the following matters will be considered:
- What's new for 2025/26 SA?
- When does a SA return need to be done ?
- Tricky allowances
- The self-employed – points of interest 2025/26
- A new era in foreign income and gains treatment
- Pension matters
- HICBC
- Chargeable event gains
- Property income - critical reminders
- CGT hot issues 205/26
- Crypto
- What's next for 2026/27 - the start of MTD
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2025 Training Programme
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